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Michael Schoeder

LPL Financial LLC
34 Years of Experience
Janesville, WI
1 DisclosureBroker
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Michael Schoeder is a registered investment advisor at LPL Financial LLC, based in Janesville, WI, with 34 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

2215 Holiday Dr, Janesville, WI, 53545

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2004
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michael operates under Old National Investments and Old National Wealth Advisors as a DBA for his LPL business. He also serves as a Wealth Advisor at Old National Bank Corporation, dedicating a few hours per week, and is a board member for GIFTS Mens Shelter, spending about a quarter of his time.

Employment History
Current Registrations
LPL Financial LLC
October 2011 - Present · 15 yrs
LPL Financial LLCBroker
October 2011 - Present · 15 yrs
Previous Registrations
Uvest Financial Services Group, INC.
January 2009 - October 2011 · 2 yrs 9 mos
Uvest Financial Services Group, INC.
October 2008 - October 2008 · 0 mos
Uvest Financial Services Group, INC.Broker
January 2008 - October 2011 · 3 yrs 9 mos
Edward JonesBroker
January 2006 - January 2008 · 2 yrs
Banc One Securities CorporationBroker
September 1999 - April 2005 · 5 yrs 7 mos
Pruco Securities CorporationBroker
May 1991 - August 1999 · 8 yrs 3 mos
The Prudential Insurance Company of AmericaBroker
May 1991 - December 1993 · 2 yrs 7 mos
State Registrations7 states
AZFLILNYPATXWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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